Planning for 2025 Sunset Panel

Aaron Flinn is a private wealth services attorney in Holland & Knight's Nashville office. Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Mr. Flinn for the purpose of ensuring financial stability and continued prosperity. Serving clients with trust and estate as well as wealth preservation needs, he helps craft and deliver strategies that reflect the client's values while capturing the tax benefits available under their given circumstances. He also works with assisting business owners in succession planning and other issues often encountered by closely held companies.

Mr. Flinn offers advice to clients on how to protect and retain wealth through strategic planning related to income, estate, gift and generation-skipping transfer taxes. Tax-exempt and nonprofit organizations also rely on him for day-to-day guidance in relation to taxation and governance matters.

Mr. Flinn also assists trust officers and other fiduciaries in the administration trusts and decedents' estates, and works with ultra-high-net-worth families with regard to all facets of Private Family Trust Companies in Tennessee, including the migration of trusts and other administration issues.

Joshua Hedrick is a principal with Baker Tilly's risk and forensic accounting practice. He provides business advisory services to clients in various industries. Josh services include valuation, forensic accounting, transaction advisory and litigation support. His clients have included those in industries such as healthcare, finance, manufacturing, entertainment, transportation, software, life sciences, retail, construction, distribution and real estate.

As an advanced planning advisor, Jim joined Buckingham Strategic Wealth in 2006. Prior to that, he was vice president and portfolio manager for First Bank Wealth Management Group. He spent 18 years with Mobil Oil Corporation in its marketing division, representing Mobil globally from its offices in Africa, Australia and New York.

Jim is a Certified Financial Planner professional and holds the Certified Student Loan Professional designation. Jim also chairs the firm’s Advanced Planning Committee.

He holds an MBA from the University of Chicago and a bachelor’s degree from Northwestern University in Evanston, Ill. He serves on the board of the Financial Executives Networking Group.

Mark Patterson is a principal emeritus with Baker Tilly. He is responsible for building and maintaining client relationships, overseeing the work of engagement teams reviewing tax planning and compliance work, approving returns and presenting work to the management and boards of clients.

Mark works with middle-market company owners to help reduce their federal and state tax obligations through advantageous tax accounting methods, such as state and federal deductions (including the Tennessee Jobs Tax Credit), federal research and experimentation (R&D) and work opportunity credits, IC-DISC for exporters, and cost segregation studies. Mark also assists clients on both the buy and sell sides of merger and acquisition transactions, including advising clients on exit strategies and their tax implications.